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VGRTX vs VIVIX
VGRTX vs VIVIX Comparison
Open Charts VGRTX vs VIVIX
Vanguard Value Index I
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
VGRTX vs VIVIX Comparison Chart
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VGRTX vs. VIVIX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VGRTX is a Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. VGRTX (6.05B). VIVIX pays higher dividends than VGRTX: VIVIX (2.35) vs VGRTX (0.96). VGRTX was incepted earlier than VIVIX: VGRTX (10 years) vs VIVIX (27 years). VGRTX (1.25) is less costly to investors than VIVIX (0.04). VGRTX is a more actively managed with annual turnover of: 18.00 vs. VIVIX (9.00). VGRTX has a lower initial minimum investment than VIVIX: VGRTX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.59 vs. VGRTX (3.03). VGRTX return over 5 years is better than : 82.11 vs. VIVIX (72.66).
| VGRTX | VIVIX | VGRTX / VIVIX | |
| Total Expense Ratio | 1.19 | 0.04 | 2,975% |
| Annual Report Gross Expense Ratio | 1.25 | 0.04 | 3,125% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -0.737 | -0.669 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.05B | 184B | 3% |
| Annual Yield % from dividends | 0.96 | 2.35 | 41% |
| Returns for 1 year | 3.03 | 4.59 | 66% |
| Returns for 3 years | 25.86 | 21.42 | 121% |
| Returns for 5 years | 82.11 | 72.66 | 113% |
| Returns for 10 years | N/A | 97.34 | - |
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